Tag Archives: latin america

The Impact of US Growth and a Strong US Dollar on Emerging Markets

#thanksobama US unemployment has dropped from 10% in late 2009 to 5.5% in February 2015, and the US Dollar is on a record growth streak. While that is good news for US firms and US investors looking to acquire ex-US, … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , ,

Colombia grew by 4.6% in 2014, driven by construction and consumption – LatAm Trends

Colombia’s DANE (el departamento administrativo national de estadistica) confirmed GDP (producto interno bruto) growth of 4.6% in 2014, despite the price decline for oil. Mining and energy was the drag, shrinking by 0.2%. Brazil on the other hand has to … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , ,

LatAm keynote and client meetings: 2013 trends for Brazil and Latin America

Just touched down in New York after a week of meetings and speeches in Latin America around the annual Fund Forum. With the Selic rate down 525 bps to 7.25%, the industry for the first time in years is seeing … Continue reading

Posted in alternatives, black swans, Brand, Brazil, cash flows, Chile, consulting, E&A, enskat associates, information delivery, institutional investor, LatAm, Latin America, multi-convergence, pension funds, private banking, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , ,

Institutional investors: SWFs in the spotlight – CIC… LatAm, Africa and Alternatives

China at the 18th Party Congress starting this week is electing a new leader – a busy year of change for China and the world. On the investment side, CIC with now some $485 billion in AUM similarly is undergoing … Continue reading

Posted in alternatives, beauty, black swans, Brand, Brazil, cash flows, Chile, China, Enskat Associates, information delivery, LatAm, Latin America, management, multi-convergence, private banking, regulation, SWFs, UCITS, wealth management | Tagged , , , , , , , , , , , , , , , , , ,

Where is the industry going to grow? US/Europe vs Asia/Latam

Where is the industry going to grow most in the coming years. The answer varies for a number of the leading investment managers around the world. Let’s take a look at a few examples. Flipping assets away from home Despite … Continue reading

Posted in alternatives, asia, Brand, Brazil, Chile, consulting, Enskat, Enskat Associates, institutions, LatAm, Latin America, management, multi-convergence, pension funds, private banking, professional fund buyers, wealth management | Tagged , , , , , , , , , , , , , , , , , , , , , , , , ,

Latin America in Asset Management – Quantifying the Opportunities for Brazil and the region

As I wrote in a recent M&A update on Brazil/LatAm, Brazil takes the lead: Net cash flows, M&A, Joint Ventures and Latin America Opportunities, Latin America as a region is gaining momentum for the global asset management industry. Specifically, we … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , | 3 Comments

Brazil takes the lead: Net cash flows, M&A, Joint Ventures and Latin America Opportunities

One of the central themes in my latest book, State of the Asset Management Industry – Latin America, is around greater and more direct links between fast-growth emerging economies and regions, especially Asia and Latin America. More specifically Brazil as a leader … Continue reading

Posted in Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 3 Comments